We have begun the process of our transition to our new broker dealer, LPL Financial.
In order to see your brokerage account online, you’ll need your new LPL account number and the last four digits of your Social Security number to sign up for Account View. To get your LPL account number, you can either contact your Financial Consultant directly, or wait until you receive your March statement.
For more information please call 800-553-3707. For future reference, please bookmark this URL to access your brokerage account online: http://www.myaccountviewonline.com
Thank you for your patience during this transition.
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